B Group, Inc. 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
B Group, Inc. disclosed 15 US equity positions worth $115.8m in its Q2 2025 13F filing. The largest position was ADMA at 36.4% of the reported book, followed by INSM and ZLAB. Against the Q1 2025 filing, it opened 0 new positions, added to 8 and reduced 3 among the top 15 holdings.
What did B Group, Inc. own in Q2 2025? Top 15 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | ADMA ADMA BIOLOGICS INC | Healthcare | 36.4% | $42.2m | 2,317,542 | 0% | held |
| 2 | INSM INSMED INC | Healthcare | 13.5% | $15.6m | 155,000 | -41% | reduced |
| 3 | ZLAB ZAI LAB LTD | Healthcare | 12.1% | $14.0m | 400,000 | 0% | held |
| 4 | AKERO THERAPEUTICS INC | 10.7% | $12.4m | 232,446 | -4% | reduced | |
| 5 | CLLS CELLECTIS S A | 4.3% | $5.0m | 3,256,501 | 0% | held | |
| 6 | TSHA TAYSHA GENE THERAPIES INC | Healthcare | 3.6% | $4.2m | 1,800,556 | 43% | added |
| 7 | RARE ULTRAGENYX PHARMACEUTICAL IN | Healthcare | 3.5% | $4.0m | 110,000 | 132% | added |
| 8 | SGHT SIGHT SCIENCES INC | 3.3% | $3.8m | 930,000 | 12% | added | |
| 9 | AURA AURA BIOSCIENCES INC | 3.1% | $3.6m | 572,576 | 21% | added | |
| 10 | ASMB ASSEMBLY BIOSCIENCES INC | Healthcare | 3.0% | $3.4m | 189,350 | -5% | reduced |
| 11 | IOVA IOVANCE BIOTHERAPEUTICS INC | Healthcare | 2.2% | $2.6m | 1,500,000 | 0% | held |
| 12 | APGE APOGEE THERAPEUTICS INC | Healthcare | 1.3% | $1.5m | 35,000 | 17% | added |
| 13 | PRAX PRAXIS PRECISION MEDICINES I | Healthcare | 1.3% | $1.5m | 35,000 | 84% | added |
| 14 | SYRE SPYRE THERAPEUTICS INC | 1.0% | $1.2m | 80,000 | 14% | added | |
| 15 | ORKA ORUKA THERAPEUTICS INC | Healthcare | 0.7% | $840.8k | 75,000 | 29% | added |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.